Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Sowinski is an investment advisor representative at Edelman Financial Engines, a firm with over 1.5 million clients and $270 billion in assets under management. Megan is a Certified Financial Planner™ and has been in the financial services industry since 2013. Megan holds Series 7, 63, and 65 licenses and has experience working with individuals, families, and businesses. Megan is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
IL
06/27/2024 - Present
Edelman Financial Engines (MOKENA IL)
IL
04/11/2022 - 09/20/2022
LPL FINANCIAL LLC (PLAINFIELD IL)
IL
12/20/2021 - 04/02/2022
J.P. MORGAN SECURITIES LLC (PLAINFIELD IL)
IL
09/23/2013 - 02/16/2021
FIDELITY BROKERAGE SERVICES LLC (GENEVA IL)
IA
Issued 08/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Megan Sowinski is the right advisor for you? Invested Better is here to help.
